HRMS - Deskera India€¦ · Deskera HRMS – view, create, edit, delete, change or reset password....

Access Deskera HRMS User Manual online at: http://www.deskera.in/docs/Deskera+HRMS

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Table of Content

Deskera Applications Dashboard

Basic Settings

Deskera HRMS

Deskera HRMS Dashboard

User Administration

Employee Self Service

Appraisal Settings

Salary Settings

Master Configuration

Payroll

Performance Appraisal

Recruitment Management

Timesheet Management

Document Management

Table of Content

Deskera Applications Dashboard

Basic Settings

Deskera HRMS

Deskera HRMS Dashboard

User Administration

Employee Self Service

Appraisal Settings

Salary Settings

Master Configuration

Payroll

Performance Appraisal

Recruitment Management

Timesheet Management

Document Management

Login to your - with the and Deskera Account UsernamePassword configured by you during sign up. The first screen you will see is the Deskera Applications Dashboard.Click on the link underAdministration Quick Links.

Click onAdministration

Deskera Applications Dashboard1

Ÿ Clicking on the link will take you to a page with Administrationtwo tabs – and User Administration Company Administration. Click on the button to create new users by User Managemententering required information. Define user roles for accessing Deskera HRMS – view, create, edit, delete, change or reset password.

Basic Settings2

Click to create user

Login to your - with the and Deskera Account UsernamePassword configured by you during sign up. The first screen you will see is the Deskera Applications Dashboard.Click on the link underAdministration Quick Links.

Click onAdministration

Deskera Applications Dashboard1

Ÿ Clicking on the link will take you to a page with Administrationtwo tabs – and User Administration Company Administration. Click on the button to create new users by User Managemententering required information. Define user roles for accessing Deskera HRMS – view, create, edit, delete, change or reset password.

Basic Settings2

Click to create user

Ÿ Click on button to grant Manage Application Accessaccessibility permissions to the users for other Deskera software that your organization has subscribed to. The user permissions can be updated through the green arrow buttons shown in the appended image.

Click to move users

Click to updatechanges

Click to grantaccessibility permissions

Ÿ Now that the user basic settings have been set up, as the next step switch to the tab to configure Company Administrationsettings for your company.

Update logo

Enter companydetails

Set time zone and currency

Click to update

Configure email

Update contact details

Ÿ Click on button to grant Manage Application Accessaccessibility permissions to the users for other Deskera software that your organization has subscribed to. The user permissions can be updated through the green arrow buttons shown in the appended image.

Click to move users

Click to updatechanges

Click to grantaccessibility permissions

Ÿ Now that the user basic settings have been set up, as the next step switch to the tab to configure Company Administrationsettings for your company.

Update logo

Enter companydetails

Set time zone and currency

Click to update

Configure email

Update contact details

Close the current opened tabs and go back to On the Home.left side under >> click on the link to Apps Deskera HRMSaccess Deskera HRMS.

Alternatively, you login directly to your Deskera HRMS account through – - with hrms.deskera.com/a/<your domain name>/ your username sand password.

Deskera HRMS3

Click to accessDeskera HRMS

Login to your Deskera HRMS account through – - with your hrms.deskera.com/a/<yourdomainname>username and password.The first screen you view is the Deskera HRMS Dashboard.

Deskera HRMS Dashboard4

Payroll

All activities related to payroll processes can be handled from here.

PerformanceAppraisal

All activities related to employee performanceappraisal can be handled from here.

Close the current opened tabs and go back to On the Home.left side under >> click on the link to Apps Deskera HRMSaccess Deskera HRMS.

Alternatively, you login directly to your Deskera HRMS account through – - with hrms.deskera.com/a/<your domain name>/ your username sand password.

Deskera HRMS3

Click to accessDeskera HRMS

Login to your Deskera HRMS account through – - with your hrms.deskera.com/a/<yourdomainname>username and password.The first screen you view is the Deskera HRMS Dashboard.

Deskera HRMS Dashboard4

Payroll

All activities related to payroll processes can be handled from here.

PerformanceAppraisal

All activities related to employee performanceappraisal can be handled from here.

AdministrationAll activities related to user management can be handled from here.

TimesheetManagement

All activities related to employee work hours can be handled fromhere.

RecruitmentManagementAll activities related to the hiring process can be handled from here.

DocumentManagement

All activities relatedto employee documentation can be handled from here.

Payroll Report

All activities related to different employee payroll reports can be handled from here.

AdministrationAll activities related to user management can be handled from here.

TimesheetManagement

All activities related to employee work hours can be handled fromhere.

RecruitmentManagementAll activities related to the hiring process can be handled from here.

DocumentManagement

All activities relatedto employee documentation can be handled from here.

Payroll Report

All activities related to different employee payroll reports can be handled from here.

User Administration5

Ÿ Go to under User administration Administration.

Click to view/edit user profile

Ÿ Select an employee from the user list. Click the Personnel Actions button on the menu bar to view/edit user profile

Click here

Enter details here

Click Save to update details

Ÿ Fill in the employee details under different tabs andclick to update the profile .Save

User Administration5

Ÿ Go to under User administration Administration.

Click to view/edit user profile

Ÿ Select an employee from the user list. Click the Personnel Actions button on the menu bar to view/edit user profile

Click here

Enter details here

Ÿ Fill in the employee details under different tabs andclick to update the profile .Save

Employee Self Service6

Ÿ By clicking on the link present on the top of the My Accountdashboard, employees can enter/update personal details under different tabs.

Enter all details here

Ÿ Under tab, select an employee and click the User List Appraisal Settings button on the bottom toolbar.

Appraisal Settings7

Select a user

Assign Appraiser or Reviewer from here

Click to save changes

Use arrow keys to move users

Using this function you can assign an appraiser and a reviewer to any user.

Employee Self Service6

Ÿ By clicking on the link present on the top of the My Accountdashboard, employees can enter/update personal details under different tabs.

Ÿ Under tab, select an employee and click the User List Appraisal Settings button on the bottom toolbar.

Appraisal Settings7

Select a user

Assign Appraiser or Reviewer from here

Using this function you can assign an appraiser and a reviewer to any user.

Salary Settings 8

Ÿ Under the tab, select an employee and click the User List Salary Settings button on the bottom toolbar to assign salary authorization, change salary and to adjust advance salary.

Select a user

Select any function from the list. A separate window will open for each function

Ÿ For instance, clicking on will open a new Salary Authorizationwindow from where an employee can be selected to whom salary authorization rights can be assigned. Use the arrow keys to move users and click to reflect the changes.Save

Salary Settings 8

Ÿ Under the tab, select an employee and click the User List Salary Settings button on the bottom toolbar to assign salary authorization, change salary and to adjust advance salary.

Select a user

Select any function from the list. A separate window will open for each function

Ÿ For instance, clicking on will open a new Salary Authorizationwindow from where an employee can be selected to whom salary authorization rights can be assigned. Use the arrow keys to move users and click to reflect the changes.Save

Master Configuration 9

Ÿ Click under the widget to define Master Settings Administrationsettings for Salary Components, Component Sub Types, Cost Centers, Business Goals, Employee Departments and Designations, Employee Levels, Goal Weightage and more.

Click Master Configurationon the dashboard

Ÿ Define Sub Fields for different system categories or Master Types, such as Designation, Department, Qualification, Business Goals and more.

Ÿ Click the button present at the bottom of the Add Sub Fieldspage to add sub-categories under the selected Master Type.

Add a Sub FieldA

Select any Master Type from here

Click here to add a new Sub Field

Enter Sub Field name and click here

Master Configuration 9

Ÿ Click under the widget to define Master Settings Administrationsettings for Salary Components, Component Sub Types, Cost Centers, Business Goals, Employee Departments and Designations, Employee Levels, Goal Weightage and more.

Click Master Configurationon the dashboard

Ÿ Define Sub Fields for different system categories or Master Types, such as Designation, Department, Qualification, Business Goals and more.

Ÿ Click the button present at the bottom of the Add Sub Fieldspage to add sub-categories under the selected Master Type.

Add a Sub FieldA

Select any Master Type from here

Click here to add a new Sub Field

Enter Sub Field name and click here

Configure Company Preferences

Ÿ Employee ID FormatŸ Job ID FormatŸ Financial MonthŸ Upload HR ManualŸ Email NotificationsŸ AdministrationŸ Employee ProfileŸ Integration with Deskera ApplicationsŸ Map Custom Fields of HRMS with eLeave

The system functionalities that can be configured under Company Preferences are

Configure employee ID

Configure job ID

Set financial month

Save preferences

Ÿ Switch to the tab to activate modules Modules Configurationsuch as Performance Appraisal, Recruitment Management, Payroll Management, Timesheet Management, Employee Management and more.

Modules ConfigurationC

Select modules for dashboard access

Scroll downwards for more settings

Choose default job view from here

Save preferences

Configure Company Preferences

Ÿ Employee ID FormatŸ Job ID FormatŸ Financial MonthŸ Upload HR ManualŸ Email NotificationsŸ AdministrationŸ Employee ProfileŸ Integration with Deskera ApplicationsŸ Map Custom Fields of HRMS with eLeave

The system functionalities that can be configured under Company Preferences are

Configure employee ID

Configure job ID

Set financial month

Save preferences

Ÿ Switch to the tab to activate modules Modules Configurationsuch as Performance Appraisal, Recruitment Management, Payroll Management, Timesheet Management, Employee Management and more.

Modules ConfigurationC

Select modules for dashboard access

Scroll downwards for more settings

Choose default job view from here

Save preferences

Payroll10

Ÿ Click under the widget on Master Configuration Administrationthe dashboard.

Ÿ An window will open.AdministrationŸ Switch to the tab. Modules ConfigurationŸ Tick the checkbox to activate the function.Payroll ManagementŸ Under the section, define other module Payroll Management

functionalities by selecting the applicable options. Ÿ Click Save.

Check the box to activate the function

Define other payroll functionalities under respective columns

Save preferences

Ÿ The module helps you to manage employee payroll Payrollcomponents, generate payroll, authorize payroll, process payroll, customize payslips and more.

Ÿ Click on under the widget on the Payroll Components Payrolldashboard.

Ÿ Click to add a new payroll component.Add NewŸ Click or to edit or delete any existing payroll Edit Delete

component.

Add Payroll Components A

Click here to add,edit, delete component

Payroll components with details

Fill details here

Click to save

Select type from dropdown

Payroll10

Ÿ An window will open.AdministrationŸ Switch to the tab. Modules ConfigurationŸ Tick the checkbox to activate the function.Payroll ManagementŸ Under the section, define other module Payroll Management

functionalities by selecting the applicable options. Ÿ Click Save.

Define other payroll functionalities under respective columns

Save preferences

Ÿ The module helps you to manage employee payroll Payrollcomponents, generate payroll, authorize payroll, process payroll, customize payslips and more.

Ÿ Click on under the widget on the Payroll Components Payrolldashboard.

Ÿ Click to add a new payroll component.Add NewŸ Click or to edit or delete any existing payroll Edit Delete

component.

Add Payroll Components A

Click here to add,edit, delete component

Payroll components with details

Fill details here

Click to save

Select type from dropdown

Ÿ Click under widget on the Payroll Components Payrolldashboard.

Ÿ Click on the toolbar to add a new tax.Add NewŸ Tick the check-box to automatically Set as Default Component

link the selected component to any new salary template created in the system.

Ÿ Click Submit.

Add TaxesC

Enter payroll type as Tax

Click here to add as default component

Define tax calculationmethod

Click to save

Add DeductionsB

Ÿ Click on the toolbar to add a new deduction.Add NewŸ Tick the check-box to automatically Set as Default Component

Ÿ Click Submit.

Enter payroll typeas Deduction

Definedeductioncalculationmethod

Click to save

Ÿ Click on the toolbar to add a new tax.Add NewŸ Tick the check-box to automatically Set as Default Component

Ÿ Click Submit.

Add TaxesC

Enter payroll type as Tax

Define tax calculationmethod

Click to save

Add DeductionsB

Ÿ Click on the toolbar to add a new deduction.Add NewŸ Tick the check-box to automatically Set as Default Component

Ÿ Click Submit.

Enter payroll typeas Deduction

Definedeductioncalculationmethod

Click to save

Ÿ Click under widget on the dashboard. Generate Payroll PayrollŸ Sort users by designation or payroll status. Ÿ Select a user and click Manage Components.Ÿ Select or Assign Default Components Assign Previous Salary

Components.Ÿ Default Component window will open.Ÿ Use the arrow keys to move components and click Save.

Generate PayrollD

Click here

Filter by Department and Status

Select user

Click here

Use arrow keys tomove components

Click to generate payroll

Click OK

Ÿ Click under widget on the dashboard. Generate Payroll PayrollŸ Sort users by designation or payroll status. Ÿ Select a user and click Manage Components.Ÿ Select or Assign Default Components Assign Previous Salary

Components.Ÿ Default Component window will open.Ÿ Use the arrow keys to move components and click Save.

Generate PayrollD

Click here

Filter by Department and Status

Select user

Click here

Use arrow keys tomove components

Click to generate payroll

Click OK

Performance Appraisal 11

Ÿ An window will open.AdministrationŸ Switch to the tab. Modules ConfigurationŸ Tick the checkbox to activate the Performance Appraisal

function.Ÿ Under the section, activate other Performance Appraisal

module functions by ticking the respective checkboxes. Ÿ Click Save.

Activate other functions by clicking on the respective boxes

Save preferences

Ÿ The module helps you to set employee Performance Appraisalappraisal cycles; manage competencies and goals; initiate appraisal and view appraisal reports.

Set Appraisal Cycle A

Ÿ Click under widget on the Set Appraisal Cycle Administrationdashboard.

Ÿ Click on the menu bar to add a new appraisal cycle.AddŸ Enter appraisal cycle details and click Submit.

Click here to set appraisal cycle

Click here to add new appraisal cycle

Fill in cycle details and click here to submit

Performance Appraisal 11

Ÿ An window will open.AdministrationŸ Switch to the tab. Modules ConfigurationŸ Tick the checkbox to activate the Performance Appraisal

function.Ÿ Under the section, activate other Performance Appraisal

module functions by ticking the respective checkboxes. Ÿ Click Save.

Activate other functions by clicking on the respective boxes

Save preferences

Ÿ The module helps you to set employee Performance Appraisalappraisal cycles; manage competencies and goals; initiate appraisal and view appraisal reports.

Set Appraisal Cycle A

Ÿ Click under widget on the Set Appraisal Cycle Administrationdashboard.

Ÿ Click on the menu bar to add a new appraisal cycle.AddŸ Enter appraisal cycle details and click Submit.

Click here to set appraisal cycle

Click here to add new appraisal cycle

Fill in cycle details and click here to submit

Ÿ Click under widget on the Initiate Appraisal Administrationdashboard.

Ÿ Select an appraisal cycle.Ÿ Select user for whom appraisal is to be initiated and click

Initiate.

Initiate AppraisalB

Click here to initiate employee appraisal

Select an appraisal cycle from dropdown

Select an employee

Select here to initiate appraisal

Click Yes

Review AppraisalC

Ÿ Click under widget on the Review Appraisal Administrationdashboard.

Ÿ Select appraisal cycle, select employee.Ÿ Appraisal details will be displayed. Click Approve Appraisal.

Click here toreview appraisal

Click here to approve appraisal

View appraisal details here

Ÿ Click under widget on the Initiate Appraisal Administrationdashboard.

Ÿ Select an appraisal cycle.Ÿ Select user for whom appraisal is to be initiated and click

Initiate.

Initiate AppraisalB

Click here to initiate employee appraisal

Select an appraisal cycle from dropdown

Select an employee

Select here to initiate appraisal

Click Yes

Review AppraisalC

Ÿ Click under widget on the Review Appraisal Administrationdashboard.

Ÿ Select appraisal cycle, select employee.Ÿ Appraisal details will be displayed. Click Approve Appraisal.

Click here toreview appraisal

Click here to approve appraisal

View appraisal details here

Ÿ An window will open.AdministrationŸ Switch to the tab. Modules Configuration Ÿ Tick the checkbox to activate the Recruitment Management

function.Ÿ Under the section, define other Recruitment Management

module functionalities by selecting the applicable options. Ÿ Click Save.

Recruitment Management12

Define other recruitmentfunctionalities under respective columns

Save preferences

Add JobsA

Ÿ Click under widget on the Add Jobs Recruitment Managementdashboard.

Ÿ tab will open. Click on the top Job Management Add Jobtaskbar.

Ÿ window will open.Add JobŸ Fill in job details and click Submit.

Click here to add jobs

Click here to add new job

Enter job details and click here

Ÿ An window will open.AdministrationŸ Switch to the tab. Modules Configuration Ÿ Tick the checkbox to activate the Recruitment Management

function.Ÿ Under the section, define other Recruitment Management

Recruitment Management12

Define other recruitmentfunctionalities under respective columns

Save preferences

Add JobsA

Ÿ Click under widget on the Add Jobs Recruitment Managementdashboard.

Ÿ tab will open. Click on the top Job Management Add Jobtaskbar.

Ÿ window will open.Add JobŸ Fill in job details and click Submit.

Click here to add jobs

Click here to add new job

Enter job details and click here

Ÿ On the tab, select the job that is to be Job Managementedited/updated.

Ÿ Click on the top task bar.View/Edit Job ProfileŸ New job profile window will open.Ÿ Under add responsibilities for the job profile.Responsibilities,Ÿ Under add the skills required for the job Skills Required,

profile.Ÿ Under add the qualifications required Qualification Required,

for the job profile.Ÿ Click to update job profile details. Save

View/Edit Job ProfileB

Select a job profile

Click here to view/edit job profile

Using this function, you can select the job profile you want to edit/update from the list of displayed jobs.

Enter job responsibilities here

Enter job skills here

Enter qualifications here

Click to save

Ÿ On the tab, select the job that is to be Job Managementedited/updated.

Ÿ Click on the top task bar.View/Edit Job ProfileŸ New job profile window will open.Ÿ Under add responsibilities for the job profile.Responsibilities,Ÿ Under add the skills required for the job Skills Required,

profile.Ÿ Under add the qualifications required Qualification Required,

for the job profile.Ÿ Click to update job profile details. Save

View/Edit Job ProfileB

Select a job profile

Click here to view/edit job profile

Using this function, you can select the job profile you want to edit/update from the list of displayed jobs.

Enter job responsibilities here

Enter job skills here

Enter qualifications here

Click to save

Ÿ Click under Recruitment Agencies Recruitment Managementwidget on the dashboard.

Ÿ tab will open. Manage Job AgenciesŸ Click on the top task bar.Add AgencyŸ Fill in agency details and click Save.

Add Recruitment AgencyC

Click here to manage recruitment agencies

Enter agency details and click here to save

Click here to add new agency

Ÿ On the tab, select the agency to which Manage Job Agenciesjob is to be assigned.

Ÿ Click on the top taskbar.Assign JobsŸ New tab with existing open jobs will open.Ÿ Select the job to be assigned and click on Assign To Agency.

Assign Jobs to AgencyD

Click here to assign job to agency

Select agency

Select jobs and click here

Using this function, you can assign jobs to recruitment agencies.Using this function, you can add new recruitment agencies.

Ÿ Click under Recruitment Agencies Recruitment Managementwidget on the dashboard.

Ÿ tab will open. Manage Job AgenciesŸ Click on the top task bar.Add AgencyŸ Fill in agency details and click Save.

Add Recruitment AgencyC

Click here to manage recruitment agencies

Enter agency details and click here to save

Click here to add new agency

Ÿ On the tab, select the agency to which Manage Job Agenciesjob is to be assigned.

Ÿ Click on the top taskbar.Assign JobsŸ New tab with existing open jobs will open.Ÿ Select the job to be assigned and click on Assign To Agency.

Assign Jobs to AgencyD

Click here to assign job to agency

Select agency

Select jobs and click here

Using this function, you can assign jobs to recruitment agencies.Using this function, you can add new recruitment agencies.

Ÿ Under tab, select an applicant and click Pending ApplicationsView Profile on the top taskbar to view the profile and resume of the applicant.

Ÿ Click under widget All Applications Recruitment Managementon the dashboard.

Resume ManagementE

Click here to view applicant profile

Select applicant

View applicant profile

Ÿ Under tab, select an applicant and click Pending ApplicationsEdit Prospect.

Ÿ The applicant status can be changed to Selected, Shortlisted, On Hold or Rejected.

Ÿ Fill in other details and click Save.

Select applicant

Edit applicant profile

Change status

Click here

I) View Applicant Profile

II) Edit Prospect Profile

Ÿ Under tab, select an applicant and click Pending ApplicationsView Profile on the top taskbar to view the profile and resume of the applicant.

Ÿ Click under widget All Applications Recruitment Managementon the dashboard.

Resume ManagementE

Click here to view applicant profile

Select applicant

View applicant profile

Ÿ Under tab, select an applicant and click Pending ApplicationsEdit Prospect.

Ÿ The applicant status can be changed to Selected, Shortlisted, On Hold or Rejected.

Ÿ Fill in other details and click Save.

Select applicant

Edit applicant profile

Change status

Click here

I) View Applicant Profile

II) Edit Prospect Profile

Ÿ Click under Assign Interviewer Recruitment Managementwidget on the dashboard.

Ÿ tab will open.Interviewer's ListŸ Select an employee and click the button on Set as Interviewer

the top taskbar.

Using this function, you can create and manage an interviewer list by assigning interviews to your employees.

Using this function, you can create interview schedules for shortlisted candidates.

Assign InterviewerF

Click here to assign interviewer

Click here to appoint employee as interviewer

Select employee

Click Yes

Schedule InterviewG

Ÿ Click under widget All Applications Recruitment Management on the dashboard.

Ÿ Under select a shortlisted applicant.Pending Applications,Ÿ Click the button on the top taskbar.Schedule InterviewŸ Enter interview details and click Save.

Click here to save

Select shortlisted applicant

Click here to schedule interview

Ÿ Click under Assign Interviewer Recruitment Managementwidget on the dashboard.

Ÿ tab will open.Interviewer's ListŸ Select an employee and click the button on Set as Interviewer

the top taskbar.

Using this function, you can create and manage an interviewer list by assigning interviews to your employees.

Using this function, you can create interview schedules for shortlisted candidates.

Assign InterviewerF

Click here to assign interviewer

Click here to appoint employee as interviewer

Select employee

Click Yes

Schedule InterviewG

Ÿ Click under widget All Applications Recruitment Management on the dashboard.

Ÿ Under select a shortlisted applicant.Pending Applications,Ÿ Click the button on the top taskbar.Schedule InterviewŸ Enter interview details and click Save.

Click here to save

Select shortlisted applicant

Click here to schedule interview

Ÿ An window will open.AdministrationŸ Switch to the tab. Modules ConfigurationŸ Tick the checkbox to activate the Timesheet Management

function.Ÿ Under the section, define other Timesheet Management

Timesheet Management13

Define other module functionalities under respective columns

Save preferences

My TimesheetA

Ÿ Click under widget on My Timesheet Timesheet Managementthe dashboard.

Ÿ Enter the job and the work hours under each date.Ÿ Select the timesheet and click Submit Timesheet.

Click here on the dashboard

Enter hours for each day

Enter job

Click here to submit timesheet

Using this function, you can submit the hours you’ve spent working on different tasks throughout a week. Timesheets are forwarded to managers for approval.

Ÿ An window will open.AdministrationŸ Switch to the tab. Modules ConfigurationŸ Tick the checkbox to activate the Timesheet Management

function.Ÿ Under the section, define other Timesheet Management

Timesheet Management13

Define other module functionalities under respective columns

Save preferences

My TimesheetA

Ÿ Click under widget on My Timesheet Timesheet Managementthe dashboard.

Ÿ Enter the job and the work hours under each date.Ÿ Select the timesheet and click Submit Timesheet.

Enter hours for each day

Enter job

Click here to submit timesheet

Using this function, you can submit the hours you’ve spent working on different tasks throughout a week. Timesheets are forwarded to managers for approval.

Ÿ Click under Approve Timesheets Timesheet Management widget on the dashboard.

Ÿ tab will open.View TimesheetsŸ Select an employee submitted timesheet.Ÿ Click the button on the top taskbar.Approve Timesheet

Approve TimesheetB

Click here to approve timesheet

Select timesheet

Using this function, you can approve the timesheets of employees who’ve submitted it for further processing.

TimerC

Ÿ Click under widget on the Timer Timesheet Managementdashboard.

Ÿ window will open.Job TimerŸ Enter the job name for which timer is being set and click Start.

Enter details and click Start

Using this function, you can set timers for various activities.

Ÿ Click under Approve Timesheets Timesheet Management widget on the dashboard.

Ÿ tab will open.View TimesheetsŸ Select an employee submitted timesheet.Ÿ Click the button on the top taskbar.Approve Timesheet

Approve TimesheetB

Click here to approve timesheet

Select timesheet

Using this function, you can approve the timesheets of employees who’ve submitted it for further processing.

TimerC

Ÿ Click under widget on the Timer Timesheet Managementdashboard.

Ÿ window will open.Job TimerŸ Enter the job name for which timer is being set and click Start.

Enter details and click Start

Using this function, you can set timers for various activities.

Ÿ Click under Document Manager Document Managementwidget on the dashboard.

Ÿ Click the button on the top taskbar.Add DocumentŸ Select and Employee Name Department.Ÿ Upload Document.Ÿ Click Save.

Document Management14

Click here toadd document

Upload employee document andclick Save

Using the Document Management feature, you can upload and store employee related documents. Employees can also add, edit or delete document personal documents.

Ÿ Click under My Document Manager Document Managementwidget on the dashboard.

Ÿ Click the button on the top taskbar.Add DocumentŸ Select and its Certificate Expiry Date.Ÿ Upload Document.Ÿ Click Save.

Enter document details and click Save

II) My Document Manager

I) Upload Employee Documents

Using this function, employees can upload, store and managepersonal documents.

Ÿ Click under Document Manager Document Managementwidget on the dashboard.

Ÿ Click the button on the top taskbar.Add DocumentŸ Select and Employee Name Department.Ÿ Upload Document.Ÿ Click Save.

Document Management14

Click here toadd document

Upload employee document andclick Save

Using the Document Management feature, you can upload and store employee related documents. Employees can also add, edit or delete document personal documents.

Ÿ Click under My Document Manager Document Managementwidget on the dashboard.

Ÿ Click the button on the top taskbar.Add DocumentŸ Select and its Certificate Expiry Date.Ÿ Upload Document.Ÿ Click Save.

Enter document details and click Save

II) My Document Manager

I) Upload Employee Documents

Using this function, employees can upload, store and managepersonal documents.

Help and Support

If you have any queries or suggestions regarding features or topic that is not covered in this guide,

write to us at: [email protected]

If you are unable to find any feature setup or functionality, kindly access the detailed Deskera

HRMS User Manual at: http://www.deskera.in/docs/Deskera+HRMS

Thank You!

HRMS - Deskera India€¦ · Deskera HRMS – view, create, edit, delete, change or reset password....

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